Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Canara Robeco Value Fund vs Axis Value Fund compare

Link copied to clipboard!

tortoise-icon Canara Robeco Value Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon Axis Value Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Canara Robeco Value Fund - Regular Plan - Growth Option Axis Value Fund - Regular Plan - Growth
Fund Canara Robeco Value Fund - Regular Plan - Growth Option Axis Value Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1209 Cr ₹785 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 03 Sep 2021 22 Sep 2021
Category Value Value
Fund Type Open Ended Open Ended
Benchmark BSE 500 Nifty 500 Value 50 TRI
Turn Over 39.82% 15%
Expense Ratio 2.14 2.33
Manager Vishal Mishra Vinayak Jayanath
ISIN Code INF760K01JZ7 INF846K013C4
Exits Load Canara Robeco Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Axis Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Canara Robeco Value Fund - Regular Plan - Growth Option Axis Value Fund - Regular Plan - Growth
1 Month 7.57% 6.57%
6 Month -13.32% -12.13%
1 Year 6.42% 12.04%
3 Year 18.44% 20.25%
5 Year - -

SIP Return Analysis

Scheme Name Canara Robeco Value Fund - Regular Plan - Growth Option Axis Value Fund - Regular Plan - Growth
6 Month -5.01% -5.35%
1 Year -9.45% -6.79%
3 Year 15.9% 21.09%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Canara Robeco Value Fund - Regular Plan - Growth Option Axis Value Fund - Regular Plan - Growth
1 Year 23.54% 28.41%
3 Year 20.72% 20.86%
5 Year - -

Risk Management

Scheme Name Canara Robeco Value Fund - Regular Plan - Growth Option Axis Value Fund - Regular Plan - Growth
Standard Deviation 12.532% 14.624%
Sharp 0.888% 0.892%
Beta 0.879% 1.009%
Alpha 4.024% 4.878%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Canara Robeco Value Fund - Regular Plan - Growth Option Axis Value Fund - Regular Plan - Growth
Name Vishal Mishra Vinayak Jayanath
Total AUM ₹19446 Cr ₹0 Cr
Funds Managed 5 18
Canara Robeco Value Fund - Regular Plan - Growth Option Axis Value Fund - Regular Plan - Growth

Market Cap

Scheme Name

Canara Robeco Value Fund - Regular Plan - Growth Option

Axis Value Fund - Regular Plan - Growth

Others 5.26 12.87
Large Cap 63.36 54.32
Small Cap 24.56 22.81
Mid Cap 6.82 10

Sector Allocation

Scheme Name

Canara Robeco Value Fund - Regular Plan - Growth Option

Axis Value Fund - Regular Plan - Growth

Others 4.09 12.38
Energy 7.38 4.08
Technology 8.48 11.68
Industrials 12.16 9.27
Financial Services 29.91 22.13
Healthcare 8.48 11.75
Utilities 4.84 3.32
Basic Materials 4.92 3.51
Consumer Defensive 6.66 2.83
Consumer Cyclical 7.08 11.04
Communication Services 3.75 3.35
Real Estate 2.24 4.66

Top Comparisons

HDFC Technology Fund - Regular (G) HDFC Technology Fund - Regular (G)

3Y Returns0%

VS

Tata Digital India Fund-Regular Plan-Growth Tata Digital India Fund-Regular Plan-Growth

3Y Returns5.65%

Compare Now

ICICI Prudential Money Market Fund Option - Growth ICICI Prudential Money Market Fund Option - Growth

3Y Returns6.96%

VS

UTI MMF-Discontinued - Regular Plan -Growth UTI MMF-Discontinued - Regular Plan -Growth

3Y Returns6.57%

Compare Now

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns10.01%

VS

Nippon India Hybrid Bond Fund-Growth Plan Nippon India Hybrid Bond Fund-Growth Plan

3Y Returns7.78%

Compare Now

ITI Dynamic Bond Fund Regular - Growth ITI Dynamic Bond Fund Regular - Growth

3Y Returns6.7%

VS

BANDHAN Dynamic Bond Fund - Regular Plan B - Growth BANDHAN Dynamic Bond Fund - Regular Plan B - Growth

3Y Returns6.32%

Compare Now
Add to Cart Successfully